See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,771 | $165,335+30.5% | $149,696+44.1% | $158,922+35.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.47% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,625 | $5,103-68.2% | $4,644-65.0% | $4,761-65.9% |
| Participant deferral / active EE | $9,378 | $7,181+30.6% | $6,842+37.1% | $5,982+56.8% |
| Admin fee / account holder | $6 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |